Director, Revenue Operations

Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

About the Role

Wealth.com is building revenue infrastructure to scale. As our Director of Revenue Operations, GTM Systems, you will own the systems, data, and automation layer that powers how we acquire, convert, and retain clients. This is a builder and operator role. You will design the architecture, run the tooling, push AI-native workflows into production, and stay in the weeds on the day-to-day processes that keep the revenue engine running.

You will work directly with sales, marketing, finance, and leadership. You will move fast, ship real things, and make the revenue engine materially better.

What You'll Own

GTM Systems Architecture

• Design and own the full GTM tech stack: Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified, and the automation layer connecting them

• Build and maintain integrations, data flows, and workflow automations that reduce manual work and eliminate gaps between systems

• Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves

• Own routing logic, lead-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or Qualified

AI Automation

• Build LLM-assisted workflows that augment rep capacity including automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts

• Apply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use

• Stay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stack

Deal Desk & Pricing

• Build scalable approval workflows and deal playbooks in DealHub that balance speed with risk management

• Own and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the team

• Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership

Revenue Data & Salesforce

• Own the integrity of Salesforce including data standards, hygiene, object model, and governance

• Build reports and dashboards that surface pipeline health, deal velocity, and revenue trends

• Partner with leadership to close gaps in the data model and improve attribution visibility

• Automate manual data workflows to reduce errors and free up rep capacity

What We're Looking For

Required

• 4-8 years in Revenue Operations, Sales Operations, or a similar function at a B2B SaaS company

• Deep Salesforce proficiency. You build reports, manage objects, and diagnose data issues independently

• Gong expertise. You configure trackers, build scorecards, and extract deal and coaching intelligence

• Demonstrated experience building automations and integrating systems across a multi-tool GTM stack

• Strong communication. You can translate technical architecture for sales reps and executives equally

Preferred

• Experience with DealHub, Outreach, ChiliPiper, and/or Qualified

• Background deploying AI-assisted workflows in a sales or revenue context

• Familiarity with BI tools (Omni, Looker, or similar)

• Experience in fintech, or wealth management

• Track record of leading tool rollouts and driving adoption with the sales team

What Success Looks Like

In your first 90 days, you will have audited the current stack and deal processes, mapped the gaps, and shipped your first automation that saves measurable rep time. Within six months, our AI-assisted workflows will be live, deal turnaround times will be faster, pricing exceptions will be tracked and governed, and Salesforce data will be trusted across the organization.

This role requires both the strategic eye to design the right systems and the hands-on discipline to keep them running. You will own both.

Why You'll Love Working for wealth.com:

• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees

• 100% company-paid basic life insurance, short-term and long-term disability insurance

• 100% paid parental leave upon eligibility

• Company equity managed through Carta

• 401k with match and 100% vesting upon hire

• Generous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does.

• Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments, we encourage you to take time to relax and recharge each year.

• Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

• Free estate planning!